Filed: 10/20/2025ACC: 0001059543-25-000003
📋 What this filing means
SALZHAUER MICHAEL filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $208.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$208.41M
Total AUM (reported)
7.26M
Total Shares
Allocation by class
COM$171.87M82.5%
COM NEW$28.35M13.6%
S&P OILGAS EXP$3.12M1.5%
SPONSORED ADR$1.58M0.8%
COM CL A$814.1K0.4%
DIV APP ETF$553.7K0.3%
CL B$534.0K0.3%
Portfolio Concentration
Top 3$93.83M45.0%
4–10$43.56M20.9%
11–25$37.57M18.0%
Rest$33.45M16.0%
Top 3 weight
45.0%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 7.26M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
7.26M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other87
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings87
Rows:
BANK AMERICA CORP
OTRShares1.65M
TypeSH
Market value$69.69M
33.44%
Sole
0.00
Shared
1.65M
None
0.00
CITIGROUP INC
OTRShares458.53K
TypeSH
Market value$16.16M
7.75%
Sole
0.00
Shared
458.53K
None
0.00
PRIMIS FINANCIAL CORP
OTRShares758.85K
TypeSH
Market value$7.98M
3.83%
Sole
0.00
Shared
758.85K
None
0.00
WESTERN ALLIANCE BANCORP
OTRShares44.81K
TypeSH
Market value$7.50M
3.60%
Sole
0.00
Shared
44.81K
None
0.00
THIRD COAST BANCSHARES INC
OTRShares40.27K
TypeSH
Market value$7.32M
3.51%
Sole
0.00
Shared
40.27K
None
0.00
BANC OF CALIFORNIA INC
OTRShares431.80K
TypeSH
Market value$7.15M
3.43%
Sole
0.00
Shared
431.80K
None
0.00
PEAPACK-GLADSTONE FINL CORP
OTRShares254.63K
TypeSH
Market value$7.03M
3.37%
Sole
0.00
Shared
254.63K
None
0.00
SEACOAST BKG CORP FLA
OTRShares195.67K
TypeSH
Market value$5.95M
2.86%
Sole
0.00
Shared
195.67K
None
0.00
FIRSTSUN CAP BANCORP
OTRShares125.60K
TypeSH
Market value$4.87M
2.34%
Sole
0.00
Shared
125.60K
None
0.00
WSFS FINL CORP
OTRShares19.33K
TypeSH
Market value$3.74M
1.79%
Sole
0.00
Shared
19.33K
None
0.00
PINNACLE FINL PARTNERS INC
OTRShares36.84K
TypeSH
Market value$3.45M
1.66%
Sole
0.00
Shared
36.84K
None
0.00
FB FINL CORP
OTRShares58.69K
TypeSH
Market value$3.27M
1.57%
Sole
0.00
Shared
58.69K
None
0.00
SPDR SERIES TRUST
OTRShares774.00
TypeSH
Market value$3.12M
1.50%
Sole
0.00
Shared
774.00
None
0.00
CAPITAL ONE FINL CORP
OTRShares14.50K
TypeSH
Market value$3.08M
1.48%
Sole
0.00
Shared
14.50K
None
0.00
METROPOLITAN BK HLDG CORP
OTRShares40.45K
TypeSH
Market value$3.03M
1.45%
Sole
0.00
Shared
40.45K
None
0.00
HOMETRUST BANCSHARES INC
OTRShares70.50K
TypeSH
Market value$2.89M
1.39%
Sole
0.00
Shared
70.50K
None
0.00
COMERICA INC
OTRShares84.22K
TypeSH
Market value$2.67M
1.28%
Sole
0.00
Shared
84.22K
None
0.00
WELLS FARGO CO NEW
OTRShares113.21K
TypeSH
Market value$2.59M
1.24%
Sole
0.00
Shared
113.21K
None
0.00
TXNM ENERGY INC
OTRShares2.25K
TypeSH
Market value$2.56M
1.23%
Sole
0.00
Shared
2.25K
None
0.00
VERIZON COMMUNICATIONS INC
OTRShares7.53K
TypeSH
Market value$2.07M
0.99%
Sole
0.00
Shared
7.53K
None
0.00
PNC FINL SVCS GROUP INC
OTRShares9.60K
TypeSH
Market value$1.93M
0.93%
Sole
0.00
Shared
9.60K
None
0.00
DIME CMNTY BANCSHARES INC
OTRShares62.20K
TypeSH
Market value$1.86M
0.89%
Sole
0.00
Shared
62.20K
None
0.00
REGIONS FINANCIAL CORP NEW
OTRShares66.45K
TypeSH
Market value$1.75M
0.84%
Sole
0.00
Shared
66.45K
None
0.00
CONNECTONE BANCORP INC
OTRShares66.89K
TypeSH
Market value$1.66M
0.80%
Sole
0.00
Shared
66.89K
None
0.00
PROVIDENT FINL SVCS INC
OTRShares85.40K
TypeSH
Market value$1.65M
0.79%
Sole
0.00
Shared
85.40K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK AMERICA CORPOTR | COM | 1.65M | SH | $69.69M 33.44% | 0.00 | 1.65M | 0.00 |
CITIGROUP INCOTR | COM NEW | 458.53K | SH | $16.16M 7.75% | 0.00 | 458.53K | 0.00 |
PRIMIS FINANCIAL CORPOTR | COM | 758.85K | SH | $7.98M 3.83% | 0.00 | 758.85K | 0.00 |
WESTERN ALLIANCE BANCORPOTR | COM | 44.81K | SH | $7.50M 3.60% | 0.00 | 44.81K | 0.00 |
THIRD COAST BANCSHARES INCOTR | COM | 40.27K | SH | $7.32M 3.51% | 0.00 | 40.27K | 0.00 |
BANC OF CALIFORNIA INCOTR | COM | 431.80K | SH | $7.15M 3.43% | 0.00 | 431.80K | 0.00 |
PEAPACK-GLADSTONE FINL CORPOTR | COM | 254.63K | SH | $7.03M 3.37% | 0.00 | 254.63K | 0.00 |
SEACOAST BKG CORP FLAOTR | COM NEW | 195.67K | SH | $5.95M 2.86% | 0.00 | 195.67K | 0.00 |
FIRSTSUN CAP BANCORPOTR | COM | 125.60K | SH | $4.87M 2.34% | 0.00 | 125.60K | 0.00 |
WSFS FINL CORPOTR | COM | 19.33K | SH | $3.74M 1.79% | 0.00 | 19.33K | 0.00 |
PINNACLE FINL PARTNERS INCOTR | COM | 36.84K | SH | $3.45M 1.66% | 0.00 | 36.84K | 0.00 |
FB FINL CORPOTR | COM | 58.69K | SH | $3.27M 1.57% | 0.00 | 58.69K | 0.00 |
SPDR SERIES TRUSTOTR | S&P OILGAS EXP | 774.00 | SH | $3.12M 1.50% | 0.00 | 774.00 | 0.00 |
CAPITAL ONE FINL CORPOTR | COM | 14.50K | SH | $3.08M 1.48% | 0.00 | 14.50K | 0.00 |
METROPOLITAN BK HLDG CORPOTR | COM | 40.45K | SH | $3.03M 1.45% | 0.00 | 40.45K | 0.00 |
HOMETRUST BANCSHARES INCOTR | COM | 70.50K | SH | $2.89M 1.39% | 0.00 | 70.50K | 0.00 |
COMERICA INCOTR | COM | 84.22K | SH | $2.67M 1.28% | 0.00 | 84.22K | 0.00 |
WELLS FARGO CO NEWOTR | COM | 113.21K | SH | $2.59M 1.24% | 0.00 | 113.21K | 0.00 |
TXNM ENERGY INCOTR | COM | 2.25K | SH | $2.56M 1.23% | 0.00 | 2.25K | 0.00 |
VERIZON COMMUNICATIONS INCOTR | COM | 7.53K | SH | $2.07M 0.99% | 0.00 | 7.53K | 0.00 |
PNC FINL SVCS GROUP INCOTR | COM | 9.60K | SH | $1.93M 0.93% | 0.00 | 9.60K | 0.00 |
DIME CMNTY BANCSHARES INCOTR | COM | 62.20K | SH | $1.86M 0.89% | 0.00 | 62.20K | 0.00 |
REGIONS FINANCIAL CORP NEWOTR | COM | 66.45K | SH | $1.75M 0.84% | 0.00 | 66.45K | 0.00 |
CONNECTONE BANCORP INCOTR | COM | 66.89K | SH | $1.66M 0.80% | 0.00 | 66.89K | 0.00 |
PROVIDENT FINL SVCS INCOTR | COM | 85.40K | SH | $1.65M 0.79% | 0.00 | 85.40K | 0.00 |
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